Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
nCino, Inc. - Common Stock
(NQ:
NCNO
)
23.62
-0.11 (-0.44%)
Streaming Delayed Price
Updated: 1:56 PM EST, Jan 28, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about nCino, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
nCino Introduces “Digital Partners,” Role-based Agents Purpose-built to Establish a Dual Workforce for Financial Services
November 04, 2025
“Digital Partners” create new standard of human-centric AI for financial institutions with domain-specific intelligence that analyzes the unique requirements and constraints of banking operations
From
nCino, Inc.
Via
GlobeNewswire
Why nCino (NCNO) Stock Is Up Today
October 27, 2025
Shares of banking software provider nCino (NASDAQ:NCNO) jumped 3.8% in the afternoon session after Stephens upgraded the stock to Overweight from Equal Weight. The analyst firm cited what it called “an...
Via
StockStory
The Analyst Verdict: Ncino In The Eyes Of 7 Experts
↗
August 27, 2025
Via
Benzinga
Why nCino Stock Surged 11% Higher In Today’s Extended Trading
↗
August 26, 2025
Via
Stocktwits
nCino (NCNO) Stock Is Up, What You Need To Know
October 20, 2025
Shares of banking software provider nCino (NASDAQ:NCNO) jumped 4.9% in the afternoon session after Raymond James upgraded the stock to "Strong Buy" from "Outperform."
Via
StockStory
Topics
Artificial Intelligence
Earnings
nCino Wins Gold in 2025 Datos Impact Award for Best Artificial Intelligence and Advanced Analytics Innovation
October 16, 2025
nCino Banking Advisor recognized for transforming the way financial institutions operate with purpose-built AI
From
nCino, Inc.
Via
GlobeNewswire
13 Analysts Assess Ncino: What You Need To Know
↗
October 10, 2025
Via
Benzinga
Baghdadi Capital Group Selects nCino to Power Global Growth and Expansion Strategy
October 09, 2025
nCino enters Spanish market with leading trade and working capital company, further expanding its presence in continental Europe
From
nCino, Inc.
Via
GlobeNewswire
3 Reasons to Avoid NCNO and 1 Stock to Buy Instead
October 06, 2025
Even though nCino (currently trading at $26.33 per share) has gained 21.2% over the last six months, it has lagged the S&P 500’s 32.7% return during that period. This might have investors contemplating...
Via
StockStory
Topics
Stocks
nCino advances AI for mortgage lending with powerful new capabilities
October 02, 2025
New and expanded AI-driven features deliver faster borrower feedback, cleaner loan files and more capacity for loan officers
From
nCino, Inc.
Via
GlobeNewswire
Q2 Earnings Roundup: nCino (NASDAQ:NCNO) And The Rest Of The Vertical Software Segment
September 28, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at nCino (NASDAQ:NCNO) and its peers.
Via
StockStory
nCino Introduces Integration Gateway to Streamline Data Connectivity for Financial Institutions and Fintech Partners
September 17, 2025
nCino Integration Gateway delivers a purpose-built bridge for financial institutions and their fintech partners to innovate faster, reduce costs, and scale at speed
From
nCino, Inc.
Via
GlobeNewswire
3 Hyped Up Stocks That Concern Us
September 10, 2025
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage...
Via
StockStory
nCino launches ProBanker by FullCircl, a new solution to help UK lenders identify opportunity and manage risk across their business portfolios
September 03, 2025
From
nCino, Inc.
Via
GlobeNewswire
2 Software Stocks with Competitive Advantages and 1 Facing Challenges
September 01, 2025
From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling SaaS companies have led to lofty valuation multiples historically, but rich prices also make...
Via
StockStory
Topics
Stocks
1 Small-Cap Stock with Promising Prospects and 2 We Brush Off
August 29, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
NCNO Q2 Deep Dive: AI Integration and International Expansion Drive Upside
August 28, 2025
Banking software provider nCino (NASDAQ:NCNO) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 12.4% year on year to $148.8 million. Guidance for next quarter’s...
Via
StockStory
Topics
Artificial Intelligence
These Analysts Increase Their Forecasts On Ncino Following Better-Than-Expected Q2 Earnings
↗
August 27, 2025
Via
Benzinga
MongoDB To Rally Around 63%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
August 27, 2025
Via
Benzinga
S&P 500 Tests Records Ahead Nvidia Results, MongoDB Rockets: What's Moving Markets Wednesday?
↗
August 27, 2025
Wall Street traded cautiously on Wednesday, with major indices little changed at midday as investors awaited NVIDIA Corp.‘s (NASDAQ:NVDA) second-quarter earnings after the bell.
Via
Benzinga
Topics
Stocks
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
August 27, 2025
Via
Benzinga
Why Is nCino (NCNO) Stock Rocketing Higher Today
August 27, 2025
Shares of banking software provider nCino (NASDAQ:NCNO) jumped 17.7% in the morning session after the company reported better-than-expected second-quarter earnings and raised its full-year financial...
Via
StockStory
Topics
Artificial Intelligence
Economy
Kohl's Posts Better-Than-Expected Earnings, Joins MongoDB, Canada Goose, Donaldson Company And Other Big Stocks Moving Higher On Wednesday
↗
August 27, 2025
Via
Benzinga
nCino to Participate in Upcoming Investor Events
August 27, 2025
From
nCino, Inc.
Via
GlobeNewswire
Stock Market Today: Dow, S&P 500 Futures Tick Up As Wall Street Awaits Nvidia Earnings— MongoDB, nCino, Snowflake In Focus
↗
August 27, 2025
Via
Benzinga
Topics
Stocks
Why MongoDB Shares Are Trading Higher By 31%; Here Are 20 Stocks Moving Premarket
↗
August 27, 2025
Via
Benzinga
nCino Q2 FY2025 Earnings Call Transcript
↗
August 26, 2025
Here's the transcript of the nCino Q2 earnings call.
Via
Benzinga
Topics
Earnings
nCino NCNO Q2 2026 Earnings Call Transcript
↗
August 26, 2025
Via
The Motley Fool
Topics
Earnings
nCino Lifts Outlook on AI Growth
↗
August 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
August 26, 2025
Via
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.